Cloud computing is becoming as important as water or electricity. Which companies will gain and which will lose in this transition?

In this series, ZDNet's Jack Clark takes a look at how cloud computing services are becoming industrialised. Who are the winners and the losers? What are the prospects for companies wanting to get into the industry? And what needs to happen for cloud services to become a true utility?

Some companies stand to benefit from the rise of the cloud and others stand to lose. Leaving aside the big cloud providers, such as Google, Microsoft and Amazon, which are the companies that stand to benefit most from the changes to the IT ecosystem?